CHECK OUT OUR WEEKLY PODCASTS FOR SMART INVESTING
PODCAST
The employment puzzle: can central banks maintain stability?
In this podcast Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer discuss recent trends in employment and unemployment, focusing on central banks roles.
26-09-2024
11 mins
Switzerland: navigating the consequences of risk aversion
Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Global Chief Investment Officer, discuss Switzerland’s economy and financial markets.
07-05-2025
11 mins
Euro high yield corporate bonds: 2025 may not be a repeat of 2024
In this podcast, Edouard Desbonnets and Guy Ertz discuss euro high yield corporate bonds.
24-01-2025
7 mins
Focus on the long term, not just April
In this podcast, Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, encourages investors to ride out the current volatility and difficult patch in the markets by focusing on the long term.
24-04-2025
7 mins
US growth concerns and the attractions of infrastructure
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential disconnect between the stock market rebound and the risk of US economic growth slowing down.
21-05-2025
9 mins
US stock market vulnerable to foreign investor flows
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the risks to the American stock market from shifting foreign investor flows.
27-03-2025
6 mins
Market corrections are the cost of investing for long-term gains
Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discusses market corrections.
11-03-2025
5 mins
What benefits from lower interest rates?
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his 3 recommandations for the Summer.
01-08-2024
8 mins
Investing in insurance: what's the claim?
Charlotte de Kerpoisson and Edmund Shing, Chief Investment Officer of BNP Paribas Wealth Management, discuss investment opportunities in insurance.
18-09-2024
11 mins
Podcast - Our investment strategy for November 2023
In this podcast Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his investment strategy for November 2023.
15-11-2023
7 min mins
Tariff Man
Edmund Shing, Chief Investment Officer, and Guy Ertz, Deputy Chief Investment Officer, discuss Donald Trump’s tariff announcements, his real intentions and the potential impact.
06-02-2025
10 mins
Uranium: a key zero-carbon baseload energy source
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management and Philippe Gijsels, Chief Investment Advisor, BNP Paribas Fortis, discuss about Uranium and its current situation.
18-06-2025
11 mins
Our Investment Strategy for May 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for June 2025
12-06-2025
10 mins
Our investment strategy for July 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his market outlook for the rest of 2024.
17-07-2024
8 mins
DeepSeek, Implications for Global Technology and China Equities?
In this podcast, our Chief Investment Officer in Asia, Prashant Bhayani shares our latest view on DeepSeek development
17-02-2025
6 mins
Positive Seasonal Trends in the US Retail sector
Edmund Shing, Global Chief Investment Officer, and Stefan Kemper, Chief Investment Strategist, discuss the US retail sector's performance leading up to Christmas.
12-11-2024
8 mins
Who benefits from a weaker US dollar?
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses about the US dollar's weakening situation and its beneficiaries.
21-05-2025
9 mins
A deep dive into event-driven strategies within the world of hedge funds
In the first of a two-part series, Pascal Chrobocinski, Senior Hedge Fund Advisor, and Michael Baughan, Senior Hedge Funds Specialist, at BNP Paribas Wealth Management, discuss event-driven and M&A arbitrage strategies.
03-10-2024
11 mins
A quick tour of euro Investment Grade corporate bonds
In this podcast, Guy Ertz, Deputy Chief Investment Officer, and Edouard Desbonnets, Senior Investment Strategist discuss euro Investment Grade corporate bonds.
20-06-2024
7 mins
US recession is now consensus (but not for us)
In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the challenges of predicting recessions, the significance of the VIX volatility index, and investment recommendations for navigating uncertain economic times.
16-04-2025
6 mins
Trump Trade 2.0
In this podcast, Edmund Shing discusses the impact of President Trump's re-election and the Republican Party's control of major seats of power in the US.
20-11-2024
7 mins
What happened in H1 plus ideas for H2
Edmund SHING gives an update on financial market performance over the first half of 2024, both what has worked well and what has not worked so well.
05-07-2024
5 mins
Podcast - Death to "higher for longer"
In this podcast Edmund Shing explains what is « Higher for Longer » and why is it now over. • The context of interest rates and inflation • The reasons for the recent fall in yields • Reasons to stay positive on bonds
01-12-2023
8 min mins
2025 Investment Themes
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, unveil the Investment Themes 2025.
18-12-2024
20 mins
German elections: implications for the economy and markets
Stephan Kemper, Chief Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer, discuss the impact of the German elections from a macroeconomic perspective and the implications for the markets.
28-02-2025
11 mins
Our Investment Strategy for September 2024
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for September 2024
12-09-2024
5 mins
When the going gets tough, the markets get going
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management, discusses crises and how the stock markets respond.
17-10-2024
5 mins
The Magnificent Seven meet the Good, the Bad and the Ugly
Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management explains the evolution of the Magnificent Seven, and guides to what the future may hold for them. Who are the Good, the Bad and the Ugly? $197 billion and the link with Meta Is Apple tumbling from the heights? Do Tesla’s dashboard warning signs reflect its current woes, Why the Magnificent Seven are splintering?
08-02-2024
8 mins
Our Investment Strategy for April 2025
Edmund Shing, Global Chief Investment Officer of BNP Paribas Wealth Management unveils his convictions for April 2025
08-04-2025
8 mins
Weaker dollar ahead: what it means for currency markets
In this podcast, Edouard Desbonnets, Senior Investment Strategist, and Guy Ertz, Deputy Global Chief Investment Officer, discuss recent fluctuations in the US dollar.
02-07-2025
7 mins
European carmakers on the skids
Edmund Shing, Global Chief Investment Officer, and Stephan Kemper, Chief Investment Strategist, from BNP Paribas Wealth Management, discuss the European automobile industry.
23-10-2024
14 mins
Our 2024 Investment Themes Mid-Year Update
In this podcast, Edmund Shing, Global Chief Investment Officer and Guy Ertz, Deputy Chief Investment Officer, unveil the mid-year update of their 2024 Investment Themes.
26-06-2024
16 mins
Extreme US bearish sentiment marks a tactical turning point
Edmund Shing, Global Chief Investment Officer at BNP Paribas Wealth Management, discusses the bearish sentiment among US investors and the possible implications for future returns from US stocks.
20-03-2025
5 mins